Arison Prospective Client Survey

Group Name:
Address1:
Address2:
City:
State:
Zip Code:
Phone Number:
Ext:
Contact Person:
Decision Maker:
Do you currently have Group Health Insurance? Yes No
How many employees do you have? FT:  PT: 
What criteria do you use in selecting a broker?
  Very Important Important Slightly Important Not Important
Broker Relationship
Exceptional Service
Broker's ability to challenge/negotiate our renewal
Regular Communication
Keep me educated about compliance issues
Competitive pricing
Face-to-face meetings
Expertise in servicing my industry
Value-added services
Use of technology
Ability to service multiple locations

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